VWM
Valley Wealth Managers’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
58,973
+86
| +0.1% | +$4.46K | 0.22% | 100 |
|
|
2025
Q1 | $3.52M | Buy |
58,887
+5,450
| +10% | +$326K | 0.27% | 89 |
|
|
2024
Q4 | $3.41M | Sell |
53,437
-4,053
| -7% | -$258K | 0.25% | 86 |
|
|
2024
Q3 | $4.25M | Buy |
57,490
+397
| +0.7% | +$29.3K | 0.31% | 75 |
|
|
2024
Q2 | $3.61M | Sell |
57,093
-3,053
| -5% | -$193K | 0.29% | 84 |
|
|
2024
Q1 | $4.21M | Sell |
60,146
-2,615
| -4% | -$183K | 0.32% | 72 |
|
|
2023
Q4 | $4.09M | Buy |
62,761
+3,355
| +6% | +$219K | 0.32% | 80 |
|
|
2023
Q3 | $3.8M | Sell |
59,406
-1,412
| -2% | -$90.4K | 0.32% | 88 |
|
|
2023
Q2 | $4.66M | Sell |
60,818
-1,310
| -2% | -$100K | 0.42% | 56 |
|
|
2023
Q1 | $5.31M | Sell |
62,128
-1,363
| -2% | -$116K | 0.48% | 47 |
|
|
2022
Q4 | $5.32M | Sell |
63,491
-2,130
| -3% | -$179K | 0.49% | 48 |
|
|
2022
Q3 | $5.03M | Sell |
65,621
-1,603
| -2% | -$123K | 0.5% | 48 |
|
|
2022
Q2 | $5.07M | Buy |
67,224
+1,917
| +3% | +$145K | 0.47% | 48 |
|
|
2022
Q1 | $4.42M | Buy |
65,307
+207
| +0.3% | +$14K | 0.37% | 67 |
|
|
2021
Q4 | $4.39M | Buy |
65,100
+384
| +0.6% | +$25.9K | 0.35% | 64 |
|
|
2021
Q3 | $3.87M | Buy |
64,716
+1,308
| +2% | +$78.2K | 0.34% | 68 |
|
|
2021
Q2 | $3.86M | Buy |
63,408
+4,328
| +7% | +$264K | 0.33% | 65 |
|
|
2021
Q1 | $3.62M | Buy |
+59,080
| New | +$3.62M | 0.33% | 62 |
|
|
2018
Q1 | – | Sell |
-22,255
| Closed | -$1.32M | – | 122 |
|
|
2017
Q4 | $1.32M | Sell |
22,255
-3,805
| -15% | -$226K | 0.16% | 86 |
|
|
2017
Q3 | $1.35M | Buy |
26,060
+740
| +3% | +$38.3K | 0.17% | 83 |
|
|
2017
Q2 | $1.4M | Sell |
25,320
-2,870
| -10% | -$159K | 0.19% | 83 |
|
|
2017
Q1 | $1.66M | Buy |
28,190
+26,840
| +1,988% | +$1.58M | 0.22% | 71 |
|
|
2016
Q4 | $83K | Hold |
1,350
| – | – | 0.01% | 129 |
|
|
2016
Q3 | $86K | Sell |
1,350
-100
| -7% | -$6.37K | 0.01% | 130 |
|
|
2016
Q2 | $103K | Buy |
+1,450
| New | +$103K | 0.02% | 124 |
|